US and Europe on divergent rate cut paths
market snapshot
Markets soar on summer rate cut hopes
market snapshot
Argentina: A new dawn?
market snapshot
A sort-of Super Tuesday
market snapshot
Where next for the rally?
market snapshot
Investors prep for June rate cuts
market snapshot
The bulls are in control
market snapshot
Corporate fundamentals: Opportunities and challenges within credit dispersion
Credit fundamentals continued to modestly weaken towards the end of 2023, with both leverage and interest coverage metrics trending towards long-term averages from the lows and highs respectively witnessed a year ago, as shown in Figures 1 and 2 below. Figure 1: Leverage increasing towards long-term averages Source: BofA, as at 31 December 2023. Figure […]
Outlook brightens for emerging market debt
market snapshot
Where are the best opportunities at the short end of the curve?
Short Term Investments Committee
